|
1
|
Freed Investment Group
Boston,
Massachusetts
|
$39.5M
|
-$1.99M
|
-38,440
|
-5%
|
|
|
2
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$34.8M
|
+$20.1M
|
+387,860
|
+134%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.8M
|
-$22.3M
|
-431,140
|
-41%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.2M
|
-$5.2M
|
-100,480
|
-18%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$23.1M
|
+$531K
|
+10,250
|
+2%
|
|
|
6
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$22.2M
|
+$597K
|
+11,520
|
+3%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$18.3M
|
-$380K
|
-7,330
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$630K
|
+12,160
|
+4%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.5M
|
+$14.6M
|
+282,240
|
New
|
|
|
10
|
FOCUS Wealth Advisors
Houston,
Texas
|
$13.1M
|
-$207K
|
-4,000
|
-2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.44M
|
-$13.1M
|
-253,350
|
-58%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$9.42M
|
+$9.5M
|
+183,320
|
New
|
|
|
13
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7.99M
|
+$70.4M
|
+1,358,860
|
+897%
|
|
|
14
|
Silicon Valley Capital Partners
San Jose,
California
|
$7.74M
|
-$1.32M
|
-25,420
|
-14%
|
|
|
15
|
|
$7.72M
|
+$703K
|
+13,580
|
+10%
|
|
|
16
|
HBW Advisory Services
Simi Valley,
California
|
$7.71M
|
+$7.78M
|
+150,180
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$7.39M
|
-$7.2M
|
-139,000
|
-49%
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$6.92M
|
-$261K
|
-5,030
|
-4%
|
|
|
19
|
Cardan Capital Partners
Denver,
Colorado
|
$6.57M
|
+$1.75M
|
+33,730
|
+36%
|
|
|
20
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.2M
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5.34M
|
-$1.62M
|
-31,330
|
-23%
|
|
|
22
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.25M
|
+$683K
|
+13,190
|
+15%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$4.89M
|
-$50.2K
|
-970
|
-1%
|
|
|
24
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.75M
|
+$21.2K
|
+410
|
+0.4%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$4.54M
|
+$1.09M
|
+21,050
|
+31%
|
|
